DFX Intelligence
Venture Capital Intelligence
Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.
Firms / Welch Hornsby, Inc.
Welch Hornsby, Inc.
Institutional venture firm · probableMontgomery, ALwelchhornsby.comSEC registered investment adviser
Our Montgomery, AL advisors provide financial advisory services to individuals, retirement plan sponsors, and endowments and foundations.
venture manager with no reported fund assets yet (scale unknown)
Importance
22
moderate
Active deployment
0
low
Emerging
0
low
Completeness
50
elevated
Freshness
100
high
Research priority
5
low
Identity and regulatory footprint
- Headquarters
- Montgomery, ALadviserinfo.sec.gov
- Office address
- ONE COMMERCE STREET, SUITE 800, Montgomery, AL, 36104adviserinfo.sec.gov
- Business phone
- 334-272-1192adviserinfo.sec.gov
- Website
- HTTP://WWW.WELCHHORNSBY.COM
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Mar 25, 2020
- Private funds reported
- 2 (2 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $41.5Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $1.8Bthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 25
- business phone
- 334-272-1192adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
- Sectors
- ai, healthcare, edtech, media
- Stages
- not stated or not yet read
- Geography
- colorado, europe, indiana, maryland, michigan, minnesota, new york, north carolina
- Check size
- not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
0 reported
No vehicle on record yet. A fund arrives from Form ADV Schedule D 7.B.(1) or a Form D filing.
Investment team
74 current, 1 departed
Brandon C. Aber
Board or advisoryFinancial Advisor
Craig Alcock
Board or advisoryFinancial Advisor
My Accounts
Board or advisoryFind an Advisor
Professional Athletes
Board or advisoryInvestment advisory and co-fiduciary services that help you deliver more effective total retirement solutions.
Walter E. Abele
Board or advisorySenior Financial Advisor
Zip Code (Required)
Board or advisoryWould you like to talk to a financial advisor?
Ben Goldstein
Founder or executivePresident
Collin E. Roche
Founder or executiveCo-CEO | GTCR
Edward Virgil Jr. Welch
Founder or executiveChairman/Chief Executive Officer · since Jan 1, 2012
J. Fielding Miller
Founder or executiveChief Executive Officer
John Redett
Founder or executiveCo-President | Carlyle
Mark S. Wilson
Founder or executivePast Chairman | Kimley-Horn
Rob Solomon
Founder or executiveFounder and Chief Strategist | Bulldog Solutions, Inc.
Government Entities
OtherCAPTRUST provides investment, fiduciary, and risk management services for nonprofit organizations.
James Wilkerson Underwood
OtherChief Portfolio Strategist · since Jul 1, 2006
Jim Burr
OtherCo-head of Financial Services | Carlyle
Membership Organizations
OtherComprehensive wealth planning and investment advice, tailored to your unique needs and goals.
Edward V. Welch, Jr.
PartnerManaging Director | Head of Wealth Management
Individual Investor
PartnerExecutive or Business Owner
Kj McConnell
PartnerManaging Director | GTCR
Michael J. Vogelzang
PartnerManaging Director | Chief Investment Officer
Michael S. Hollander
PartnerManaging Director | GTCR
Mike Wunderli
PartnerManaging Director | Head of Mergers and Acquisitions
Rick Shoff
PartnerManaging Director | Advisor Group
Scott T. Matheson
PartnerManaging Director | Head of Client Solutions
Taria Agbelusi
PartnerConsultant | Relationship Manager
Wilson S. Hoyle III
PartnerManaging Director | Head of Advisor Group
Ann Leddy
Platform and operationsChief Compliance Officer
Christina Markell-Balleza
Platform and operationsManaging Director | General Counsel
Denise Buchanan
Platform and operationsSenior Director | Compliance
Ginger Baker Glenn
Platform and operationsChief Compliance Officer · since Jan 1, 2013
Greg Middleton
Platform and operationsSenior Director | Marketing
Jon Meyer
Platform and operationsChief Technology Officer
Kate Sampson
Platform and operationsChief Human Resources Officer
Mary Earls
Platform and operationsSenior Director | Finance
Rita Kiesler
Platform and operationsSenior Director | Institutional Operations
Robert Miller
Platform and operationsChief Financial Officer
Tim Martin
Platform and operationsSenior Director | M&A Finance
Andrew Raggio
PrincipalSenior Director | Head of Trading
Christian Ledoux
PrincipalSenior Director | Investment Research
Christopher Whitlow
PrincipalSenior Director | Head of CAPTRUST at Work
David Hood
PrincipalSenior Director | Investment Research
Dawn McPherson
PrincipalSenior Director | Business Development
Earle Allen
PrincipalPrincipal | Financial Advisor
Emily Vennerstrom
PrincipalSenior Director | Mergers and Acquisitions
Eric W. Bailey
PrincipalPrincipal | Southeast Region | Head of Endowments & Foundations
Frank Bub
PrincipalSenior Director | Head of Wealth Management Consulting
Grant Verhaeghe
PrincipalSenior Director | Institutional Portfolios Practice Leader
Heather Shanahan
PrincipalSenior Director | Head of Endowments & Foundations
James F. Stafford
PrincipalSenior Director | Corporate Real Estate and Facilities
James Stenstrom
PrincipalSenior Director | Institutional Portfolios
James Underwood
PrincipalSenior Director | Portfolio Management
Jason Stephens
PrincipalSenior Director | Nonqualified Executive Benefits Practice Leader
Jefferson Adcock
PrincipalPrincipal | Financial Advisor
Jennifer Doss
PrincipalSenior Director | Defined Contribution Practice Leader
Jeremy Altfeder
PrincipalPrincipal | Financial Advisor
John Leissner
PrincipalSenior Director | Head, Institutional Client Service
Karen Denise
PrincipalSenior Director | Head, Wealth Client Service
Kathy Del Corso-Chase
PrincipalSenior Director | Human Resources
Kyle J. Gaul
PrincipalSenior Director | Strategy & Transformation Office
Lori Dillingham
PrincipalSenior Director | Vendor Analysis and Plan Consulting
Marc Hermer
PrincipalSenior Director | Portfolio Trading and Implementation
Michael E. Hudson
PrincipalPrincipal | Raleigh Region | Head of Retirement Plan Consulting
Mike Strother
PrincipalSenior Director | Advisor Group
Sam Kirby
PrincipalSenior Director | Investment Strategist
William Altavilla
PrincipalPrincipal | Financial Advisor
Aaron Adcock
Vice presidentVice President | Financial Advisor
Alonso Amaya
Vice presidentVice President | Financial Advisor
Dasha Smith
Vice presidentExecutive Vice President and Chief Administrative Officer | National Football League
David Akright
Vice presidentSenior Vice President | Financial Advisor
Lindsay Abrahams
Vice presidentSenior Associate | Financial Planning
Martha Aldridge
Vice presidentVice President
Michael C. Amberger
Vice presidentSenior Vice President | Financial Advisor
R. Ryan Adkerson
Vice presidentVice President | Financial Consultant
1 departed (kept with end dates)
- John Steven Hornsby · Chairman, Director · Jan 1, 2010 to Dec 19, 2016 Inference
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
6 dated events
- Dec 19, 2016John Steven Hornsby (Chairman, Director) no longer on Schedule A of Welch Hornsby, Inc.
- Mar 30, 2016Private Market Investment Fund II, LLC first reported on Form ADV by Welch Hornsby, Inc. (Venture Capital Fund), GAV $25,465,000Fund first reported on Form ADVFundsFactPrivate Market Investment Fund II, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jan 1, 2013Ginger Baker Glenn joined Schedule A of Welch Hornsby, Inc. as Chief Compliance Officer
- Mar 12, 2012Welch Hornsby & Welch, Inc first filed Form ADV (IA)First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 12, 2012Wh&w Private Market Investment Fund I, LLC first reported on Form ADV by Welch Hornsby & Welch, Inc (Venture Capital Fund), GAV $1,999,640Fund first reported on Form ADVFundsFactWh&w Private Market Investment Fund I, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jul 1, 2006James Wilkerson Underwood joined Schedule A of Welch Hornsby, Inc. as Chief Portfolio Strategist
Classification history
- Sep 12, 2026Institutional venture firm (probable, 70%, cls-1)venture manager with no reported fund assets yet (scale unknown)
Evidence
40 observations from 2 sources